+5,092.2%
BEN vs HRB
+3,424.8%
+1,667.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.9% | +1.0% |
| 7D | +6.8% | -5.1% | +11.9% | +8.8% |
| 30D | +18.0% | +8.7% | +9.3% | +13.9% |
| 3M | +7.5% | -5.4% | +12.9% | +8.6% |
| 6M | +14.7% | +41.6% | -26.9% | -2.2% |
| YTD | +56.1% | +18.7% | +37.4% | +38.7% |
| 1Y | +69.6% | +16.4% | +53.1% | +51.6% |
| 3Y | +87.7% | +22.0% | +65.7% | +60.4% |
| 5Y | +28.6% | +141.2% | -112.6% | -19.5% |
| 10Y | +59.8% | +223.1% | -163.3% | -19.3% |
| All | +5,092.2% | +3,424.8% | +1,667.4% | +694.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling